Kevin Coffey, Founder and CEO of Complete Spectrum Financial Services, Discusses His Approach to Helping His Clients with Financial Planning and Wealth Management. Complete Spectrum Financial Services takes a different approach than many financial planning and asset management organizations because they have a team of experts working to maximize retirement planning options for their clients.
During the interview, Kevin discusses how Complete Spectrum Financial Services takes a different approach by helping his clients with Loss-Avoidance products which will never have losing years.
Listen to the podcast interview on the Business Innovators Radio Network
Complete Spectrum excels as a high-quality provider of Annuities and Insurance products to the personal and business market. Their agency provides exceptional service through an organized, highly skilled staff that identifies each client’s individual needs. Their excellent relationships with strong, stable insurance carriers allow them to consistently deliver the most competitive products. Mr. Coffey has been helping people reach their financial goals since 1991.
Kevin explained, “There are ways clients can achieve loss avoidance strategies for a portion of their financial portfolio.”
Video Link: https://www.youtube.com/embed/ppAb7XnUNdg
Kevin Coffey grew up in North Denver and is a native of Colorado. His company is built on old fashion values, which he learned from his grandparents, Flory Iacovetto & Rose Lombardi, who taught him that client satisfaction should mean more than earning money or increasing a company’s stock price. In addition, Kevin was inspired by his father, David Coffey, who taught him that hard work and honesty were the key elements to building a successful business. Kevin is very grateful to his clients and representatives who have placed trust in his recommendations and leadership. He graduated high school from Holy Family, and college from Colorado State University.
Mr. Coffey has been helping people sleep better at night since 1991 by helping them answer difficult questions like: How can I pay for my child’s college education with as little out-of-pocket money as possible? What age can I retire? Can I live the lifestyle I want without outliving my money? What is the best way to leave tax-free money to my children, grandchildren, or a charity? How much money can I withdraw from my retirement accounts without running out of money?
Learn more about Complete Spectrum Financial Services by tuning in for the interview available on iTunes, Stitcher, iHeartRadio, and the Business Innovators Radio Network.
To get more information, call (303) 922-4309 or visit www.complete-spectrum.com.
Other recent stories:
Discussing a Unique Tax Efficient Wealth-Building Strategy
Nothing in this presentation constitutes tax, legal, insurance, or investment advice, nor does it constitute a solicitation or an offer to buy or sell any security or other financial instrument. The purpose of this presentation is to provide you with general information. Before purchasing any products or making any changes to your finances, you should obtain competent investment and tax advice.